Docs/Tools Overview
Terminal Map

Tools Overview

Every tool in the terminal in one page. Each entry tells you what it does, where to find it, and what you would use it for. Terminal tabs available today: chart, bots, portfolio, alerts, intelligence (absorbs the old pulse / godmode / glassbox / overview surfaces).

Chart & analysis

ChartWorkspace
Center pane of the terminal, visible on the chart tab.

TradingView Lightweight Charts with a Chart / Bot / Analysis mode toggle. Exposes three chart-level actions: Ask Wiz, Deploy Bot, Set Alert.

Chart read
Ask Wiz action on the chart, or the Ask Wiz Modal.

Runs POST /api/analyze on the current symbol and returns a full setup: bias, entry, stop, target, confidence, and reasoning. Bots produce a read of the same shape on every scan.

Ask Wiz Modal
components/terminal/AskKaiModal.tsx — Ask Wiz button.

One-click analysis with explicit controls: timeframe, risk, focus (trend / reversal / breakout), and strategy preset.

Chart annotations
Overlay layer inside ChartWorkspace.

Entry, stop, and target levels proposed by Wiz are drawn on the chart so you can verify a setup visually before confirming.

Bots

Deploy Bot Modal
components/DeployBotModal.tsx — Deploy Bot button or Wiz command.

Creates a paper bot for any symbol: name, market, timeframe(s), risk. Writes to the TradingBot schema. Any plan can deploy at least one.

My Bots tab
Terminal bots tab.

List of every bot you own with status, open trades, and latest scan. Pro+ unlocks multiple active bots and full management.

Bot Detail view
Click any bot row in the bots tab.

Bot config, recent scans, open positions, and history. Use it to pause, edit, or retire a bot.

Signals flow
Embedded in WatchlistSidebar (left rail).

Live feed of bot opens, closes, and SL/TP moves across your bots. Newest events stream in at the top.

Copy trading
Track Record modal and public bot pages.

Follow a public bot to mirror its signals into your own paper or live account (where available).

Track Record modal
From any bot's detail view or public profile.

Full trade ledger, equity curve, win rate, and expectancy. Useful before following or deploying a similar configuration.

Alerts

Set Alert Modal
components/SetAlertModal.tsx — Set Alert on chart or Wiz command.

Configure a price, RSI, volume-spike, or trend-change alert with timeframe and cooldown. Stored as TelemetryAlert.

Alerts Hub
Terminal alerts tab.

Every alert you own, active or inactive, with last-triggered timestamp. Toggle, edit, or delete from here.

LiveAlerts toasts
Bottom-left of the terminal.

Transient 8-second toasts for the loudest events (bot opens, alert fires, SL moves). Click to jump to the source.

Delivery channels
Settings -> Notifications, per-alert override on the modal.

Deliver via in_app (default), email (SendGrid), and discord (webhook). Defaults are in_app + email.

Watchlist

Create watchlist
WatchlistSidebar header, plus icon.

Add, rename, or delete watchlists. Each user can keep multiple thematic lists (e.g. crypto-majors, tech earnings, fx).

Asset search (Cmd/Ctrl+K)
Command Palette from anywhere in the terminal.

Search stocks, crypto, and forex by ticker or name. Star any result to add it to your active watchlist.

Sidebar sections
Left rail — WatchlistSidebar.

Tabs for watchlists, market track, bot signals, and the Signals flow. Also surfaces earnings and key upcoming events when relevant.

Row actions
Any row in the sidebar.

Click a ticker to load it on the chart. Right-click / long-press for Ask Wiz, Deploy Bot, and Set Alert shortcuts.

Portfolio

Portfolio tab
Terminal portfolio tab.

Aggregate P/L across all your bots and manual positions, with equity curve and per-symbol breakdown.

Open positions strip
Top of the chart on desktop.

Compact view of everything you have open right now — click any line to load that symbol on the chart.

Open Positions mobile
More menu on the mobile bottom nav.

Full-height view of current positions for phone-first users, tuned for thumb navigation.

Market intel

Market Overview tab
Terminal overview tab.

Three sub-surfaces: Pulse (AI-curated market story), Trades (notable bot trades platform-wide), and Calendar (earnings + macro events).

TickerTape
Top of the terminal, across all tabs.

Scrolling ticker for majors. A per-asset intel HUD appears on the chart tab for the symbol you have loaded.

Wiz

Wiz Operator Panel
Right side of the terminal (components/terminal/KaiOperatorPanel.tsx).

Streaming chat with Wiz. Reads your active symbol, watchlist, and open trades as context. Can answer, analyze, deploy bots, create alerts, and manage watchlists.

Prompt chips
Above the Wiz input box.

Dynamic suggestions tied to what you have loaded (e.g. "Bias for SOLUSDT 4h", "Risk/reward around $180"). Click to send or tweak before sending.

Model badge
Header of the Wiz panel.

Shows and switches the active model: Wiz Fast (default) or the top Wiz model with web search (Ultimate-gated). Free users get a lighter model.

Attachments
Paperclip icon in the Wiz input.

Attach a chart screenshot or any image. Wiz reads it multimodally before responding.

Shortcuts

Cmd/Ctrl + KOpen the Command Palette — search symbols, jump tabs, trigger actions.
Cmd/Ctrl + BToggle the left sidebar (WatchlistSidebar).
Cmd/Ctrl + FFocus-search the current pane.
EscClose any popup (every modal closes on Esc and on background click).

Next: Wiz AI deep dive

Models, prompt chips, Operator confirmations, privacy, and daily limits.

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